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Automatically invoice for approved time/products

Option to automatically invoice for approved time/products — include them on next contract invoice creation.

Status: Completed1 comment

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Comments1

  • Mikel from Gorelo changed status to Completed
    TeamPinned

    ✨ Contracts - New Auto approve time toggle on labor terms (Unlimited, Limited, Block and Hourly). When a ticket or project closes, its covered time is approved automatically and goes straight to Waiting to Invoice, so it no longer needs reviewing on Approve & Invoice

    ✨ Contracts - New Show included time toggle on Unlimited, Limited and Block labor terms. Time the client has already paid for shows on their invoice as an "Included" line with the rate and quantity, so clients see the value they're getting. Limited and Block hours still draw down as normal

    ✨ Contracts - New Auto invoice labor charges toggle on Hourly and Limited labor terms. Once time is approved, the charges are added to the contract's next recurring invoice automatically: Hourly time at its rate, and Limited time over the allowance billed hourly

    ✨ Contracts - New Auto invoice ticket products toggle on contracts. Approved products on the client's tickets are added to the next recurring invoice automatically, after the contract's own products and grouped by ticket